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MYCIO Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MYCIO Wealth Partners’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,306
Closed -$212K – 472
2019
Q2 		$212K Buy
4,306
+13
+0.3% +$637 0.02% 291
2019
Q1 		$209K Buy
4,293
+100
+2% +$4.83K 0.02% 270
2018
Q4 		$201K Buy
+4,193
New +$202K 0.02% 261
2018
Q3 		– Sell
-4,129
Closed -$202K – 298
2018
Q2 		$202K Buy
4,129
+17
+0.4% +$831 0.02% 261
2018
Q1 		$201K Buy
+4,112
New +$200K 0.02% 237
2017
Q4 		– Sell
-4,050
Closed -$200K – 263
2017
Q3 		$200K Buy
+4,050
New +$200K 0.02% 231
2017
Q2 		– Sell
-4,050
Closed -$200K – 259
2017
Q1 		$200K Buy
+4,050
New +$200K 0.02% 236

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return